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Disclosery

Slagle Financial, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slagle Financial, LLC on JEPQ, newest first. How the timeline and the estimate are built.

Slagle Financial, LLC held 47,251 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,251 shares
    Change vs previous 13F +7,877 shares

    0.87% of the 13F portfolio, value $2,904,030.

    13F-HR 0001984918-26-000009 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,374 shares
    Change vs previous 13F +9,335 shares

    0.72% of the 13F portfolio, value $2,186,037.

    13F-HR 0001984918-26-000005 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,039 shares
    Change vs previous 13F +11,047 shares

    0.61% of the 13F portfolio, value $1,745,853.

    13F-HR 0001984918-26-000003 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,992 shares
    Change vs previous 13F +483 shares

    0.4% of the 13F portfolio, value $1,092,448.

    13F-HR 0001984918-25-000004 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,509 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,006,864.

    13F-HR 0001085146-25-004764 filed by Slagle Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).